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The relationship between the CAD (Current Account Deficit), Indian Rupee (INR) and Government Bond yield is not as simple as it looks. In theory a rising CAD hits the INR negativelRead More
The Monthly E-Book is a collation of all analysis and reports published by us during a month.Read More
The markets will put the June volatility behind and look to trend higher in July. June was rocked by the Fed presenting a road map for withdrawing its asset purchase program and byRead More
Friday Podcast 28th June 2013 Transcript of Podcast This Podcast topic is on “Calm after the Storm”. The storm that hit markets in the last one month looks to be subsiding. On the Read More
Indian Pharmaceutical Industry is heavily dependent on exports. The percentage of exports to total industry sales is close to 50%. In fy13 the Indian pharma sector exports totalledRead More
How many stocks should you own? What should be the weight of each stock in your portfolio? There is no right or wrong answer to this question. Professional fund managers can have cRead More
The term “Shanghaied” refers to a person being tricked into doing something that he or she did not want to do. Financial markets are getting “Shanghaied” with the shadow banking crRead More
The depreciation of the Indian Rupee (INR) to record lows against the US Dollar has resulted in reduced hopes of policy rate cuts by the RBI in its July policy review. The Central Read More
Dr. Raghuram Rajan, you are one of the very few economists worldwide who understand markets and we all respect you for that very reason. You do not let esoteric economic theory affRead More
Friday Podcast 21st June 2013 Transcript of Podcast Hi this is your editor Arjun Parthasarathy speaking. This Podcast topic is on “Build your portfolio in this market fall”. EquitiRead More
The US Federal Reserve has given a clear time frame for stopping its bond purchase program. The Fed said on Wednesday the 19th of June that it expects to wind down its bond purchasRead More
Interest Rate Swap is an exchange between two parties of interest rate obligation on an agreed amount of notional principal for an agreed period of time. The most common type of inRead More
Investors have a lot to fear in this current market environment. On the domestic front there are fears of weakening economy, rising inflation, Rupee (INR) weakness and fluid politiRead More
RBI kept benchmark policy rates unchanged in its policy review today. The guidance provided by the central bank suggest that apart from growth-inflation trajectory the balance of pRead More
Bond yields are peaking out and post RBI mid quarter policy review on the 17th of June, yields are likely to stabilize at higher levels and then look to trend down on expectations Read More

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